Accounts Receivable Specialist

IMA Financial Group•Wichita, KS

2d•Onsite

About The Position

This role supports the accounts receivable function for all locations' operations. The Accounts Receivable Specialist is responsible for daily monitoring of incoming deposits and applying them as directed, ensuring they are applied to the appropriate ledger and transactions, and filing backup accordingly. This position involves following up on problem accounts by obtaining information from customers, account associates, or other departments to resolve issues. The specialist will also prepare AR aging reports, follow up on outstanding payments with the service team, and initiate customer follow-ups when necessary. Additionally, the role includes collecting past due accounts receivable through various communication channels (email, mail, phone), acting as a resource to internal teams on processes and guidelines for carrier invoice processing, and supporting other accounting team members with tasks as needed. The position requires performing functions within an IMA office more than 75% of the time.

Requirements

Two to five years of similar or related experience
Proficient in MS Excel required
Proficient with 10-key data entry
Strong analytical, problem solving, and decision-making skills with general understanding of accounting concepts and procedures
Able to prioritize heavy, time sensitive workloads with the ability to meet aggressive deadlines
Attention to detail and ability to multi-task
Systems skills – Applied Epic, SAP Concur
A two-year college degree OR Completion of a specialized course of study at a business or trade school OR Completion of a specialized and extensive in-house training or apprenticeship program

Responsibilities

Daily monitoring of incoming deposits and applying them as directed
Applying incoming deposits to the appropriate ledger and transactions and filing backup accordingly
Following up on problem accounts; obtaining information from customers, or associate assigned to account or other department to resolve issues
Preparation of AR ageing reports
Following up on outstanding payments with service team and initiating follow-up with customers when necessary
Collecting past due accounts receivable by emailing, writing and telephoning customers
Acting as a resource to internal teams on processes and guidelines to be followed, ensuring proper processing of carrier invoices
Supporting other accounting team members and tasks as needed